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Philip James Wealth Mangement, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Philip James Wealth Mangement, LLC on AAPL, newest first. How the timeline and the estimate are built.

Philip James Wealth Mangement, LLC held 19,082 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,082 shares
    Change vs previous 13F -1,233 shares

    0.62% of the 13F portfolio, value $5,521,654.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,315 shares
    Change vs previous 13F -287 shares

    0.59% of the 13F portfolio, value $5,155,676.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,602 shares
    Change vs previous 13F -582 shares

    0.65% of the 13F portfolio, value $5,600,889.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,184 shares
    Change vs previous 13F -87 shares

    0.63% of the 13F portfolio, value $5,394,194.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,271 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $4,364,154.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,271 shares
    Change vs previous 13F -432 shares

    0.57% of the 13F portfolio, value $4,724,960.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,703 shares
    Change vs previous 13F +685 shares

    0.7% of the 13F portfolio, value $5,434,817.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,018 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,897,168.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).